Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
Finra orders the firm to pay about $2.9 million to two investors in Puerto Rico closed-end municipal bond funds. Total claims top $1.1 billion.
The comment period for the rule, which was introduced in December, closed on Monday.
An interactive list of all the funds to be honored, across all years of return and categories
<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
Goldman's new online bank, acquired from General Electric last week, caps a decade-long shift by the firm and Morgan Stanley to lean more on deposits for funding.
Shares in developing nations were on the brink of a bull market as oil rose and favorable shifts in central-bank policies supported riskier assets.
Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.
Competition from index funds could hold the death rate steady going forward.
The Fed will not follow its usual "hike at every meeting" process. Instead, the pace of the campaign will be irregular, and highly dependent on conditions, according to Mohamed El-Erian, the chief economic adviser at Allianz SE
<i>Breakfast with Benjamin</i> The mildly encouraging stock market rally means we're back to talking about the possibility of a Fed rate hike.
Whether you're a home buyer considering a mortgage, or an executive weighing a takeover, the 85-year-old billionaire has advice for anyone looking to live a more rational, financially successful life.
The unexplained slump follows a similar drop for the Hang Seng Index in May.
Pacific Investment Management Co. may not win a quick end to Bill Gross's lawsuit claiming he's owed hundreds of millions of dollars after allegedly being forced out of the firm he co-founded 45 years ago.
The most obvious victims of a negative-rate environment are savers and retirees
Savers and retirees would suffer the most
Scoring funds for social, environmental and governance factors feeds a growing investor appetite
